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SF · AXP in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SFAXP
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SF
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterSFAXP
Q3 20204 holders, $201m24 holders, $25.7bn
Q4 20204 holders, $534m21 holders, $30.8bn
Q1 20214 holders, $701m24 holders, $36.9bn
Q2 20217 holders, $853m21 holders, $42.9bn
Q3 20216 holders, $936m26 holders, $42.0bn
Q4 202111 holders, $983m27 holders, $39.7bn
Q1 202212 holders, $1.1bn20 holders, $45.0bn
Q2 202212 holders, $869m36 holders, $33.2bn
Q3 202211 holders, $802m35 holders, $32.3bn
Q4 20229 holders, $850m35 holders, $34.4bn
Q1 202310 holders, $808m32 holders, $38.7bn
Q2 202311 holders, $794m30 holders, $40.1bn
Q3 20237 holders, $691m34 holders, $34.1bn
Q4 20235 holders, $794m28 holders, $42.5bn
Q1 20245 holders, $846m33 holders, $52.6bn
Q2 20248 holders, $1.3bn31 holders, $52.6bn
Q3 20247 holders, $1.7bn30 holders, $60.7bn
Q4 202410 holders, $2.0bn26 holders, $65.8bn
Q1 202511 holders, $1.9bn33 holders, $59.9bn
Q2 202512 holders, $2.2bn29 holders, $69.4bn
Q3 202513 holders, $2.1bn30 holders, $70.8bn
Q4 202517 holders, $2.4bn31 holders, $77.2bn
Q1 202618 holders, $2.4bn33 holders, $61.2bn
Q2 202616 holders, $2.0bn30 holders, $65.4bn
SF

Stifel Finl Corp

Holders
17
Reported value
$2.4bn
Buyers
20
Sellers
15

Breadth +5 among 92 comparable managers.

Other financial servicesFinancial services · L3VLUP
AXP

American Express Co

Holders
31
Reported value
$77.2bn
Buyers
17
Sellers
22

Breadth -5 among 92 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q4 2025

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SF (5)

Freestone Grove Partners LP, Holocene Advisors LP, Marshall Wace LLP, Moore Capital Management LP, Schonfeld Strategic Advisors LLC

Only AXP (19)

Artisan Partners LP, Berkshire Hathaway Inc, Capital World Investors, Dodge & Cox, Element Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Woodline Partners LP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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